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How Third Point Generated Strong Gains With Less Market Risk

Dan Loeb’s hedge fund returned 7.9 percent in the second quarter despite maintaining a defensive posture and relatively low equity exposure for much of the year.

Despite Software Making a Comeback, Investors Still Struggle With Valuations

SaaS VC deals are on the rebound, but they’re nowhere near their pre-AI peak. “If you look at 2020, 2021 vintages, the returns are really concerning.”

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Bigger Isn’t Always Better: The Case for North American Middle-market Infrastructure

Seligman’s AI Winners ‘Carry the Fund’

Semiconductor, memory, networking, and power bets fueled outsized gains, more than offsetting continued weakness across software, internet, and payments stocks.

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New York, NY 10020

 

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